Biography
Charlotte joined JM Finn in 2013 from an IFA in Surrey and has worked alongside Paul Dyas since 2017, assisting with investment and client relations. She is a member of the Chartered Institute for Securities & Investment, holding the Investment Advice Diploma (Level 4). Charlotte lives in London and is a keen runner, having recently completed her first marathon, she enjoys concerts and the theatre and is heavily involved with a number of charities.
Watch our market update video with Fund Manager James Godrich, CFA and Head of Investment Office Jonathan Cunliffe as they break down the latest market movement and macroeconomic trends.
Investment Director Andrew Mann asks when the multi-billion-dollar investment in AI from tech behemoths is going to yield returns.
A robust rally in global equities extended through August, driven by financial market volatility and President Trump's steps to de-escalate the trade war.